COMMENTARY: AI jitters, Trump's fading oil clout and China shock 2.0: The financial week in five charts
Published . Updated .
This report is about Banks and Energy. Names like XOM and CVX typically gain because oil producers earn more when crude prices rise.
Directly affected
- No company is named in this report.
Indirectly affected
- JPM JPMorgan Chase-5.3%
Bank profits move with lending and interest rates
- BAC Bank of America-15.0%
Bank profits move with lending and interest rates
- WFC Wells Fargo-7.1%
Bank profits move with lending and interest rates
- C Citigroup-11.4%
Bank profits move with lending and interest rates
- XOM Exxon Mobil+11.0%
Oil producers earn more when crude prices rise
- CVX Chevron+9.9%
Oil producers earn more when crude prices rise
- GS Goldman Sachs-11.4%
Bank profits move with lending and interest rates
- MS Morgan Stanley-13.1%
Bank profits move with lending and interest rates
- XLF Financial Select Sector SPDR-3.9%
A fund of financial companies
- KBE SPDR S&P Bank-3.4%
A fund of bank stocks
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| JPM | -0.76% | -1.20% | base | +1.23% | -0.61% | -0.07% | -0.12% |
| BAC | +5.09% | +4.39% | base | -0.88% | -2.50% | -1.97% | -1.68% |
| WFC | +0.96% | -2.46% | base | +1.34% | -1.18% | -0.72% | -0.43% |
| C | +5.21% | +1.09% | base | +0.85% | -1.24% | -0.56% | +0.50% |
| XOM | -3.27% | -0.37% | base | +2.45% | +2.00% | +1.81% | +1.92% |
| CVX | -3.36% | -0.70% | base | +2.56% | +2.33% | +2.87% | +3.37% |
| GS | +0.47% | +0.10% | base | -1.19% | -1.75% | -0.72% | +1.50% |
| MS | +4.33% | +2.49% | base | -0.83% | -2.02% | -0.94% | +2.76% |
| XLF | -0.92% | -0.76% | base | +0.47% | -0.31% | +0.85% | +1.41% |
| KBE | -0.69% | -0.94% | base | +0.16% | -0.65% | +1.26% | +1.21% |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Market Call
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COMMENTARY: AI jitters, Trump's fading oil clout and China shock 2.0: The financial week in five charts Reuters
Source: Reuters
Energy
| Company | When | Move | Status |
|---|---|---|---|
| BAC | that day | -0.88% | final price |
| BAC | the next day | -2.50% | final price |
| BAC | two days later | -1.97% | final price |
| BAC | three days later | -1.68% | final price |
| BAC | three days earlier | +4.39% | final price |
| BAC | five days earlier | +5.09% | final price |
| C | that day | +0.85% | final price |
| C | the next day | -1.24% | final price |
| C | two days later | -0.56% | final price |
| C | three days later | +0.50% | final price |
| C | three days earlier | +1.09% | final price |
| C | five days earlier | +5.21% | final price |
| CVX | that day | +2.56% | final price |
| CVX | the next day | +2.33% | final price |
| CVX | two days later | +2.87% | final price |
| CVX | three days later | +3.37% | final price |
| CVX | three days earlier | -0.70% | final price |
| CVX | five days earlier | -3.36% | final price |
| GS | that day | -1.19% | final price |
| GS | the next day | -1.75% | final price |
| GS | two days later | -0.72% | final price |
| GS | three days later | +1.50% | final price |
| GS | three days earlier | +0.10% | final price |
| GS | five days earlier | +0.47% | final price |
| JPM | that day | +1.23% | final price |
| JPM | the next day | -0.61% | final price |
| JPM | two days later | -0.07% | final price |
| JPM | three days later | -0.12% | final price |
| JPM | three days earlier | -1.20% | final price |
| JPM | five days earlier | -0.76% | final price |
| KBE | that day | +0.16% | final price |
| KBE | the next day | -0.65% | final price |
| KBE | two days later | +1.26% | final price |
| KBE | three days later | +1.21% | final price |
| KBE | three days earlier | -0.94% | final price |
| KBE | five days earlier | -0.69% | final price |
| MS | that day | -0.83% | final price |
| MS | the next day | -2.02% | final price |
| MS | two days later | -0.94% | final price |
| MS | three days later | +2.76% | final price |
| MS | three days earlier | +2.49% | final price |
| MS | five days earlier | +4.33% | final price |
| WFC | that day | +1.34% | final price |
| WFC | the next day | -1.18% | final price |
| WFC | two days later | -0.72% | final price |
| WFC | three days later | -0.43% | final price |
| WFC | three days earlier | -2.46% | final price |
| WFC | five days earlier | +0.96% | final price |
| XLF | that day | +0.47% | final price |
| XLF | the next day | -0.31% | final price |
| XLF | two days later | +0.85% | final price |
| XLF | three days later | +1.41% | final price |
| XLF | three days earlier | -0.76% | final price |
| XLF | five days earlier | -0.92% | final price |
| XOM | that day | +2.45% | final price |
| XOM | the next day | +2.00% | final price |
| XOM | two days later | +1.81% | final price |
| XOM | three days later | +1.92% | final price |
| XOM | three days earlier | -0.37% | final price |
| XOM | five days earlier | -3.27% | final price |
Trades by members of Congress and officials in the stocks in this story
- Sen. Sheldon Whitehouse sold Jpmorgan Chase (JPM), worth $15,001 - $50,000 on 4 Sep 2026. That is 42 days before publication. Filed 1 Oct 2026. View the filing.
- Sen. Sheldon Whitehouse sold Jpmorgan Chase (JPM) (held by a spouse), worth $15,001 - $50,000 on 4 Sep 2026. That is 42 days before publication. Filed 1 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Jpmorgan Chase (JPM) (held by a spouse), worth $100,001 - $250,000 on 27 Aug 2026. That is 50 days before publication. Filed 4 Sep 2026. View the filing.
- Rep. Rohit Khanna sold Bank Of America (BAC) (held by a spouse), worth $1,001 - $15,000 on 9 Sep 2026. That is 37 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Laurel Lee sold Bank Of America (BAC) (held by a spouse), worth $50,001 - $100,000 on 24 Aug 2026. That is 53 days before publication. Filed 16 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Wells Fargo (WFC) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 21 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Wells Fargo (WFC) (held by a dependent child), worth $15,001 - $50,000 on 17 Sep 2026. That is 29 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Wells Fargo (WFC) (held by a dependent child), worth $1,001 - $15,000 on 15 Sep 2026. That is 31 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar sold Citigroup (C), worth $1,001 - $15,000 on 24 Sep 2026. That is 22 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Citigroup (C) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 42 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Kevin Hern sold ExxonMobil Holdings (XOM) (jointly held), worth $100,001 - $250,000 on 31 Aug 2026. That is 46 days before publication. Filed 25 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, bought ExxonMobil Holdings (XOM), worth $250,001 - $500,000 on 31 Jul 2026. That is 77 days before publication. Filed 22 Sep 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
How solid the energy case looks
12 out of 100
“COMMENTARY: AI jitters, Trump's fading oil clout and China shock 2.0: The financial week in five charts” scores 12 out of 100. The score uses 1 sources.